1.Detects project updated event
Integrate Rocketlane to detect the Project Updated event and start project field mapping for onboarding updates.
Update onboarding percent and owner in CRM records
Automatically monitor Rocketlane project updates across Rocketlane and Salesforce. Create and update CRM onboarding context when progress percent changes, phase shifts, or owner context updatesβso you can update onboarding percent-complete, refresh remaining phases, and set the right owner without manual data entry.
How this automation updates your onboarding records
When Rocketlane project updates happen, onboarding percent and owner context can go stale and slow CSM decisions. This automation searches project fields, looks up the Salesforce owner and onboarding record, and updates CRM onboarding fieldsβso your team can keep context current.
Rocketlaneor swap with your favorite app
2.Searches project by ID
Integrate Rocketlane and reporting tools to retrieve project fields and map percent-complete and phase data.
3.Finds Salesforce user
Integrate Salesforce and user directory tools to look up the project manager by email and return the user id.
Salesforceor swap with your favorite app
4.Finds onboarding record
Integrate Salesforce and CRM data search to locate the onboarding record by account reference and onboarding name.
5.Updates onboarding fields
Integrate Salesforce and onboarding data tools to update percent-complete, remaining phases, and owner references in your CRM.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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